A rapidly growing firm with over $2.3B in AUM, Foundations chooses Riskalyze for its state-of-the-art client engagement tools
Riskalyze and Foundations Investment Advisors (Foundations) announced an enterprise agreement to deliver more than 180 financial advisors around the nation access to Riskalyze’s industry-leading risk alignment and portfolio analytics platform. With an expanding network of top independent advisors and firms serving clients in all 50 states, Foundations partnered with Riskalyze after identifying the need to standardize risk assessment workflows across the entire organization.
“We’re thrilled to work with Foundation and their incredible advisors in their client-first mission”
Foundations and Riskalyze are aligned in the belief that technology is best when it brings people together. Leveraging a risk solution to inform portfolio management and effectively discuss risk with clients and prospects is now table stakes for today’s digital-forward financial advisors. The tailwinds of 2020’s volatility have compelled investors to demand more frequent engagement from their financial advisors, and Riskalyze empowers all parties to engage meaningfully in those conversations.
“We’re thrilled to work with Foundation and their incredible advisors in their client-first mission,” said Aaron Klein, Chief Executive Officer at Riskalyze. “Their leadership has made it a priority to invest in the right technology and infrastructure to empower their advisors, allowing them to deliver exceptional value for their clients. Their meteoric growth is a case study in making those right decisions.”
The agreement between Foundations and Riskalyze represents growing momentum for the Risk Number® and the Fearless Investing Movement in many of the country’s fastest-growing fiduciary RIA firms who are adopting the best technology to equip their advisors to succeed.
“We’ve been through evolutions with technology in the financial space. In my opinion, Riskalyze is a revolution,” said Dan Biagini, Chief Distribution Officer at Foundations Investment Advisors. “Our advisors strive to be best-in-class, and Riskalyze helps validate the tremendous service they provide to their clients.”
In addition to standardizing their risk tolerance questionnaire and portfolio alignment tools, Foundations’ financial advisors will be equipped with the sophisticated analytics and research tools Riskalyze has become known for and a suite of tools for enhanced ways to engage with clients.